First Trust Global Tactical Commodity Strategy Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 21.83 M | $626.61 M | 1.39% | 29.48% |
| MORGAN STANLEY | 05/15/2026 | 10.53 M | $302.35 M | 5.88% | 14.22% |
| LPL FINANCIAL LLC | 05/06/2026 | 3.34 M | $95.80 M | 32.75% | 4.51% |
| ROYAL BANK OF CANADA | 05/15/2026 | 1.57 M | $45.00 M | 10.43% | 2.12% |
| UBS GROUP AG | 05/05/2026 | 1.45 M | $41.58 M | 5.45% | 1.96% |
| STOCK YARDS BANK & TRUST CO | 04/24/2026 | 1.33 M | $38.07 M | 41.53% | 1.79% |
| CYNDEO WEALTH PARTNERS, LLC | 04/13/2026 | 1.13 M | $32.52 M | 19.87% | 1.53% |
| OVERSEA-CHINESE BANKING CORP LTD | 04/28/2026 | 1.11 M | $31.88 M | 100.00% | 1.50% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 1.08 M | $30.92 M | 23.06% | 1.45% |
| CARRERA CAPITAL ADVISORS | 05/04/2026 | 1.06 M | $30.52 M | -0.77% | 1.44% |
| FLAHARTY ASSET MANAGEMENT, LLC | 05/05/2026 | 1.04 M | $29.92 M | 129.35% | 1.41% |
| CSENGE ADVISORY GROUP | 04/30/2026 | 852.83 K | $24.48 M | -1.94% | 1.15% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 762.56 K | $21.89 M | 24.22% | 1.03% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 722.57 K | $20.75 M | 25.36% | 0.98% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 721.25 K | $20.71 M | -3.56% | 0.97% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 717.31 K | $20.65 M | 2.63% | 0.97% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 658.87 K | $18.92 M | -7.57% | 0.89% |
| VALMARK ADVISERS, INC. | 05/01/2026 | 619.50 K | $17.79 M | 3.48% | 0.84% |
| HIGHPOINT ADVISOR GROUP LLC | 05/14/2026 | 605.97 K | $17.40 M | 3.15% | 0.82% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 572.75 K | $16.44 M | 11.85% | 0.77% |
| DUNHILL FINANCIAL, LLC | 05/06/2026 | 564.78 K | $16.21 M | 49.82% | 0.76% |
| HFG WEALTH MANAGEMENT, LLC | 04/23/2026 | 493.10 K | $14.16 M | -4.10% | 0.67% |
| BISON WEALTH, LLC | 05/15/2026 | 480.38 K | $14.63 M | 6.53% | 0.65% |
| FINANCIAL ENHANCEMENT GROUP LLC | 04/20/2026 | 479.94 K | $13.57 M | 0.17% | 0.65% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 472.31 K | $13.56 M | 10.85% | 0.64% |
| 05/06/2026 | 401.16 K | $11.52 M | 100.00% | 0.54% | |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 396.14 K | $11.29 M | 25.82% | 0.54% |
| ARVEST INVESTMENTS, INC. | 04/14/2026 | 376.66 K | $10.81 M | 46.68% | 0.51% |
| LEXAURUM ADVISORS, LLC | 04/13/2026 | 355.14 K | $10.20 M | 100.00% | 0.48% |
| CAPITAL ASSET ADVISORY SERVICES LLC | 04/24/2026 | 345.48 K | $9.84 M | 10.38% | 0.47% |
| SOLITUDE FINANCIAL SERVICES | 04/16/2026 | 336.34 K | $9.65 M | -0.69% | 0.45% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 04/21/2026 | 335.84 K | $9.64 M | 201.77% | 0.45% |
| PETIX & BOTTE CO | 04/30/2026 | 331.01 K | $9.50 M | -7.34% | 0.45% |
| SUMMIT FINANCIAL, LLC | 05/15/2026 | 320.15 K | $9.19 M | 213.68% | 0.43% |
| PSI ADVISORS, LLC | 05/15/2026 | 319.82 K | $9.18 M | 100.00% | 0.43% |
| CHOICE WEALTH ADVISORS, LLC | 04/09/2026 | 291.76 K | $8.38 M | -1.46% | 0.39% |
| NEWSQUARE CAPITAL LLC | 05/08/2026 | 285.88 K | $8.21 M | 100.00% | 0.39% |
| GLADSTONE INSTITUTIONAL ADVISORY LLC | 05/14/2026 | 268.55 K | $7.71 M | 9.35% | 0.36% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 262.81 K | $7.55 M | 25.57% | 0.36% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 252.85 K | $7.26 M | 77.92% | 0.34% |
| LONDON & CAPITAL ASSET MANAGEMENT LTD | 05/15/2026 | 237.82 K | $6.83 M | 5.26% | 0.32% |
| DARWIN WEALTH MANAGEMENT, LLC | 05/01/2026 | 226.82 K | $6.51 M | 43.20% | 0.31% |
| MAINSAIL FINANCIAL GROUP, LLC | 04/15/2026 | 226.71 K | $6.51 M | -46.90% | 0.31% |
| PROSPERA FINANCIAL SERVICES INC | 04/14/2026 | 209.14 K | $6.00 M | -3.37% | 0.28% |
| CHICAGO WEALTH MANAGEMENT, INC. | 05/12/2026 | 208.20 K | $5.98 M | 100.00% | 0.28% |
| ABLE FINANCIAL GROUP, LLC | 04/21/2026 | 206.84 K | $5.94 M | -34.27% | 0.28% |
| CWM, LLC | 05/14/2026 | 193.20 K | $5.55 M | 32.24% | 0.26% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 188.97 K | $5.43 M | 175.44% | 0.26% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 184.26 K | $5.29 M | 54.95% | 0.25% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 04/30/2026 | 177.42 K | $5.09 M | 100.00% | 0.24% |
First Trust Global Tactical Commodity Strategy Fund institutional Ownership - FAQ's
During the previous two years, 366 institutional investors and hedge funds held shares of First Trust Global Tactical Commodity Strategy Fund. The most heavily invested institutionals were:
WELLS FARGO & COMPANY/MN: 21.83 M
MORGAN STANLEY: 10.53 M
LPL Financial LLC: 3.34 M
ROYAL BANK OF CANADA: 1.57 M
UBS Group AG: 1.45 M
STOCK YARDS BANK & TRUST CO: 1.33 M
92.04% of First Trust Global Tactical Commodity Strategy Fund stock is owned by institutional investors.
Institutional investors have bought a total of 75.57 M shares in the last 24 months. This purchase volume represents approximately $2.07 B in transactions.